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• How to record company set up fees?

  Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally

• Show Payment terms in Estimates

  Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 

• How can I calculate the physical stock available for sale?

  Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?

• When dispatched to crew, assigning lead missing

  Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned

• I want to transfer the project created in this account to another account

  Dear Sir I want to transfer the project created in one account to another account

• Inactive User Auto Response

  We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

• Weekly Tips : Customize your Compose for a smoother workflow

  You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just

• Custom Bulk Select Button

  Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with

• Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Need to set workflow or journey wait time (time delay) in minutes, not hours

  Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer

• BUG - Google Business Buttons - Add a button to GBP Post

  I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes

• Rich text Merge field - Not using font specified in HTML

  I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. The

• Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

  Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

• CC and/or BCC users in email templates

  I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted

• Trying to export a report to Excel via a deluge script

  I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same

• Need help to create a attach file api

  https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?

• Export view via deluge.

  Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     

• Outdated state in mexico

  Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the

• Possible to generate/download Quote PDF using REST API?

  See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?

• Creating an invoice to be paid in two installments?

  Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their

• Bug in allowing the user to buy out of stock items

  Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

• Replace Lookup fields ID value with their actual name and adding inormation from subforms

  Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving

• Can a Zoho Sites page be embedded into another website (outside Zoho)

  Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding

• Bug in allowing the user to buy out of stock items

  Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

• Transition Criteria Appearing on Blueprint Transitions

  On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't

• Zoho CRM Sales Targets for Individual Salespeople

  Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.

• Transfer all Related Data to new Account Owner

  Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I really

• Can i connect 2 instagram accounts to 1 brand?

  Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

• How to Calculate MTTR (Mean Time to Resolve)

  We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)

• How to export project tasks, including the comments

  Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the

• Does Zoho Sheet Supports https://n8n.io ?

  Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks

• Bigin Android app update: User management

  Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:

• Share records with your customers and let them track their statuses in real time.

  Greetings, I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status of

• Live webinar: Discover Zoho Show: A complete walkthrough

  Hello everyone, We’re excited to invite you to our upcoming live webinar, Discover Zoho Show: A Complete Walkthrough. Whether you’re just getting started with Show or eager to explore advanced capabilities, this session will show you useful tips and features

• Deal Stage component/widget/whatever it is... event

  Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,

• Create advanced slideshows with hybrid reports using Zoho Projects Plus

  Are your quarterly meetings coming up? It’s time to pull up metrics, generate reports, and juggle between slides yet again. While this may be easier for smaller projects, large organizations that run multiple projects may experience the pressure when

• Add an option to disable ZIA suggestions

  Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow

• Email Integration - Zoho CRM - OAuth and IMAP

  Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

• Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function

  Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

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